See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,996 | $167,307-59.4% | $143,757-52.7% | $134,475-49.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.77% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,844 | $5,619-67.2% | $4,951-62.7% | $4,740-61.1% |
| Participant deferral / active EE | $3,871 | $6,446-39.9% | $5,637-31.3% | $6,400-39.5% |
| Admin fee / account holder | $168 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |